Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sergio V
Series 66
Santa Barbara, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Sergio Villa is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 20 years of industry experience. He also serves as an adjunct professor and teacher at Santa Barbara City College and the Santa Barbara Unified School District. Villa is involved in community organizations, acting as secretary of the Santa Barbara Children's Museum and as a board member of Child Evangelism Fellowship. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a combination of custodians, third-party money managers, and platform programs to implement client strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters